The Himan Group of Truist Investment Services, Inc. The Himan Group of Truist Investment Services, Inc.

The Himan Group of Truist Investment Services, Inc.

301 College St

Suite 208,

Asheville, NC 28801-2449

Who we are

Brock E. Himan
Brock is a Senior Managing Director and Financial Advisor having helped clients address their financial concerns for more than 26 years. He's dedicated his career to delivering personalized investment management with the professionalism his clients have come to expect. Brock strives to get to know his clients on a personal level, and then provides the thoughtful recommendations that ultimately reflect their values, addresses their concerns, and helps them strive for their financial objectives.

Brock joined Truist in 2016 and began his financial services career as a member of the Chicago Mercantile Exchange, where he traded foreign currency options. He is a graduate of Wake Forest University.   

Donna L. Lieder
Donna is a Business Development Officer with Truist, with over 24 years of financial services experience in the U.S., Canada, and Europe. She's worked with Brock for the last 20 years and proactively partners with clients to streamline their day-to-day finances and help facilitate generational planning. This involves coordinating with clients’ tax advisors* and estate planning attorneys to present concise, easily understood financial overviews of even complicated wealth management issues. Donna takes great pride in helping clients address their goals and is available as a resource for multiple aspects of financial services.

*Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.
Check the background of this investment professional on FINRA's BrokerCheck

Specialties

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Top-notch service delivery and support for the private banking needs of business-owners

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

Donna Lieder
Donna Lieder
Business Development Officer
Each relationship and client is different, which is why we take the time to listen to our clients to discover how, working together, we can assist them with their financial wellbeing. Whether it’s help with a business transition, liquidity event, educating children or spouses, or planning around retirement or charitable inclinations, we work with our clients to customize a plan that fits their unique situation.
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